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Abstract

This editorial article initiates the school scoliosis screening thematic series of
the Scoliosis journal. The various issues on screening policies are discussed; clinical
and practical recommendations of setting up school screening programs are also described.

Introduction

School scoliosis screening (SSS) aims to detect back trunk asymmetry in children at
risk to develop progressive scoliosis. Detection at an early stage when the deformity
is likely to go unnoticed offers an opportunity for a less non- invasive method of
treatment. In USA, scoliosis screening has been a major commitment of orthopaedic
surgeons since the early 1960s. A large body of literature has accrued which reported
a great deal of clinical experience, [1].

In Lyon, France, at the 2013 annual meeting of the Scoliosis Research Society, Dr
Stuart Weinstein reported the results of the Bracing in Adolescent Idiopathic Scoliosis
Trial (BrAiST). These results were simultaneously published on line in the New England
Journal of Medicine, [2], picked up by the NY Times, [3], and the USA National Public Radio (NPR). The results and implications of this trial
were also posted on the SRS website, [4]. The study was funded by the National Institute of Arthritis and Musculoskeletal
and Skin Diseases and others; BRAIST ClinicalTrials.gov number, NCT00448448).

The reason for such energy and publicity on this issue is due to the numerous implications
of the BrAIST study.

Firstly, it confirms the traditional “standard of care” for adolescent scoliosis with
bracing for moderate scoliosis in growing children. Bracing is the traditional treatment
which had lacked high level of scientific evidence. The BrAIST study was a randomized
clinical trial with a patient preference arm – level 1 and 2 in the hierarchy of medical
evidence, [5].

Secondly, the compliance data will supplement previous evidence that brace wear time
is an important element of treatment that needs to be measured and assessed by patients
and clinicians during any brace treatment program. All future studies comparing brace
treatment regimens should include a brace monitor. For the individual patient, the
brace monitor will allow the physician and patient to establish the individualized
brace prescription that is necessary to maximize compliance and achieve a treatment
success.

Thirdly, one of the key implications of the above mentioned report relates to scoliosis
screening, beginning a new era for scoliosis screening policies. In the past, the
value of a screening examination for scoliosis has been debated due in part to inconclusive
evidence of the success of non-operative treatment for scoliosis. This is no longer
true as the evidence from the BrAIST study established the effectiveness of bracing
as early, non-operative care which can reduce the number of patients who progress
to surgery, a potential cost saving for the health care system and of great benefit
to patients. Due to the fact that the implementation of scoliosis school screening
programs are inextricably bonded to non-operative IS treatment, it is believed that
this reported “BrAiST” trial will have further impact on IS management.

Screening policies

History

In Europe the screening for various diseases and especially for scoliosis goes back
to the first decades of the 20th century.

It is interesting to refer to a 1915 article on scoliosis published in the periodical
“The Primary School”, Figure 1, and entitled “Diseases of the School” by a well-known paediatrician and specialist
on school Hygiene, [6]. In this article, based on extensive personal clinical experience and compared with
similar research by at least 15 international contemporary north European experts,
(see Table 1), [6], the author stated that idiopathic scoliosis is a “School Disease”. Only the clinical
diagnostic criteria were mentioned in the article. For the aetiology, he principally
implicated inappropriately manufactured class desks, faulty sitting attitudes of children
and defective class illumination. As a preventive measure he even suggested a possible
cancellation of writing practice for children in the first and second primary school
classes! These views prevailed for the next three decades with schoolbooks picturing
faulty sitting habits etc. Girl predominance was attributed to their added sluggish
home activities, [6].

Figure 1.Front page of the article on “Scoliosis” by EN Lambadarios, 1915.

Owing to the presentation of newer knowledge on IS aetiology these ideas were later
abandoned and forgotten.

Fifty years later, in North America, the start of screening for scoliosis began in
1963 in Aitken, a town with a population of about 10.000 in central Minnesota [1]. Dean MacEwen, MD, played an important role in the early development of school screening
by implementing programs in all schools in the state of Delaware in the 1960s [1]. Consequently, the state of Minnesota pioneered spinal screening in the United States
by implementing in 1973 a centrally-directed, state-wide but voluntary program, based
on clinical examination [1].

Geography of legislations on SSS policies

Currently, less than half of the states in the United States have legislated SSS programs,
and there is no nationwide requirement or standard for SSS, such policies being established
at the local state, county, city, or school district level. As of 2003, 21 States
had legislated school screening; 11 States recommend SSS without legislation and the
remaining either have volunteer SSS or recommend against screening in schools, Figure 2. The 21 legislated States are: 2002-Virginia, 1996-Utah, 1987-Arkansas, 1985-Texas,
1984-Alabama, Indiana, 1983-Georgia, Nevada, 1982-Connecticut, Kentucky, Maryland,
Pennsylvania, 1981-Maine, Rhode Island, 1980-California, Massachusetts, 1979-Washington,
Florida, 1978-Delaware, New Jersey, New York [1].

In the 1970s, SSS were implemented in Canada, but were progressively discontinued
a decade later based on the recommendation of the Canadian Task Force on the Periodic
Health Examination.

In Japan, school-screening programs for scoliosis are mandatory by law, but each program
is organized at a local level. The programs mostly are accomplished with surface topography
using the moiré technique and low-dose roentgenographic techniques [1].

In Hong Kong, the school screening program is the only one in China and consists of
a voluntary 3-tier assessment initiated by a University Department and has become
part of the Student Health Service provided by the Department of Health since 1995.

In Singapore, routine screening of school children for spinal deformity is part of
the national school health screening program since 1981.

There are no national screening programs in the other South East Asian countries,
although ad hoc school screening does takes place in localized communities in Malaysia,
Indonesia, and Vietnam.

In Europe there are a variety of policies and legislations for SSS. SSS is not a national
policy in the United Kingdom and Poland, while in Greece, Italy, Spain, Israel, Turkey,
the Netherlands and Bulgaria, it is provided on a voluntary basis, [7,8].

Similarly, school screening was introduced sporadically in Australia but by the early
1990s the cost factor led to the abandonment of most programs in government schools,
with medical societies now supporting a National Self-Detection Program for Scoliosis,
[1].

In 2007, school screening for scoliosis was discussed at the 4th International Conference
on Conservative Management of Spinal Deformities [1], resulting in a consensus paper aimed at summarizing the current status of school
screening and defining areas of consensus within 35 health professionals across the
globe, [1].

In 2008, the American Academy of Orthopaedic Surgeons (AAOS), the Scoliosis Research
Society (SRS), the Pediatric Orthopaedic Society of North America (POSNA), and the
American Academy of Pediatrics (AAP) issued an information statement on screening
in AIS, [9]. They expressed concerns that the 2004 changes in position by the United States Preventive
Services Task Force (USPSTF), [10], recommending against the routine screening of asymptomatic adolescents for idiopathic
scoliosis, came in the absence of any significant change in the available literature,
in the absence of any change in position statements by the AAOS, SRS, POSNA, and AAP,
and in the absence of any significant input from specialists who commonly care for
children with scoliosis.

Current evidence about SSS

In 2011 the Scoliosis Research Society (SRS) presidential line formed the SRS International
Task Force on Scoliosis Screening, with the mandate to develop an international group
of the SRS to explore Scoliosis screening from a multi-national perspective. The committee
used a recent systematic review on the effectiveness of scoliosis screening, [11], and a conceptual framework of analysis used in other screening programs with success,
which includes all of the World Health Organisation (WHO) criteria for a valid screening
procedure. The full report of this Task Force is published in the current thematic
issue, [7], and concludes that Scoliosis screening is recommended as a valuable procedure in
4 of the 5 following domains studied: technical efficacy, clinical, program and treatment
effectiveness. The existing literature does not, however, provide sufficient evidence
to make a statement concerning the last domain studied, cost effectiveness. This article
and the above mentioned reported “BrAiST” trial, suggest that policy statements from
professional organizations and governmental agencies regarding scoliosis screening
will need to be re-assessed.

The impact of SSS on frequency of surgical treatment

The earlier data reported on this issue appear to be in some way inconsistent and
inconclusive. For example, in Minnesota, USA, a place with school screening in practice,
a decreasing frequency of IS surgery was found, beginning in 1974 and continuing through
1979, [12]. Torell et al. [13] reported that SSS reduced the number of surgically treated IS patients. In a different
report [12], data on the frequency of surgical treatment per thousand children screened for 7
or more years, were disclosed from three US states: Kansas and Virginia showed no
clear trend. For Minnesota, the frequency of surgery was decreasing until 1981–82,
after which it increased [12].

Some more recent European reports are more convincing on the impact of conservative
treatment on the frequency of surgical treatment of IS. The incidence/prevalence of
surgery can significantly be reduced where high-standard conservative treatment is
available [14-16]. The implication is that effective non operative treatment must start with early
detection.

The impact of SSS discontinuation

Reports on the consequences of discontinuation of SSS programs on the referral patterns
of AIS patients have been published in the literature.

A recent cross-sectional study was conducted of all patients referred for suspected
adolescent idiopathic scoliosis (AIS) at an initial visit to the orthopaedic outpatient
clinic of a metropolitan paediartic hospital in Canada [17]. The objective was to document the appropriateness of current referral patterns for
AIS in comparison to those that prevailed before discontinuation of school screening
in Canada. Of the 489 referred cases, suspected of having AIS, 206 (42%) had no significant
deformity (Cobb angle <10 degrees) and could be considered as inappropriate referrals.
In subjects with confirmed AIS, 91 patients (32%) were classified as late referrals
with regards to brace treatment indications. The authors conclude that current referral
mechanisms for AIS are leading to a suboptimal case-mix in orthopaedic ambulatory
care in terms of appropriateness of referral, [17].

In Norway, Adobor et al. 2012, reported that in the absence of scoliosis screening,
lay persons most often detect scoliosis. Many patients presented with a mean Cobb
angle approaching the upper limit for brace treatment indications. The frequency of
brace treatment has been reduced while the frequency of surgery has increased during
the recent period without screening compared with the period in the past when screening
was still conducted, [18].

The fact is that these reported consequences of discontinuation of SSS programs were
to be expected and suggest that the epidemiological concerns which lead to their discontinuation
was in reality a disaster. Prevention must be a standard policy in civilized societies
with medical systems caring about people's wellbeing and not about statistics, epidemiology
or only cost. We always have to remember the axiom of ancient Greeks “metron of everything
is man”; in other words, the measure of appraising everything is only the human being,
nothing else, [1].

The evolving aim of SSS – the ongoing controversy over its application

The goal of SSS, as it was earlier stated, is to detect scoliosis at an early stage
when the deformity is likely to go unnoticed and there is an opportunity for prevention
of progressive disease by early treatment which is effective and less invasive than
surgical treatment [13,19-21].

In reality, a successful SSS program identifies children with a surface deformity.
It does not reveal the scoliosis per se as the surface deformity does not accurately
predict the magnitude of scoliosis, especially in younger children [22]. As Bunnell characteristically states, [23], 'it has become apparent from many reports that, although there is a significant
correlation between clinical deformity and radiographic measurement, the standard
deviation is so high that it is not possible to reliably predict the degree of curvature
from surface topography in any given patient by any technique'.

This described phenomenon is the cause of over-referrals from SSS programs generating
a burden of care and adding to the ongoing controversy over the application of SSS.
Therefore, it must be recognized that the goal of a SSS program is to identify the
school-aged population at risk for developing scoliosis rather than to definitively
diagnose the condition. There is something else that must be highlighted and clearly
understood; SSS program aims at detection of surface deformity and/or the existing
number of scoliosis cases. A SSS program does not aim at predicting which scoliotic
curves will progress to a point that will require some type of conservative or surgical
treatment. The criteria used to predict progression of a small or moderate curve are
unfortunately not related to SSS programs [1].

Recommendations for improvement of a SSS program

Grivas et al. [24,25], by reviewing the collective experience of the "Thriasio" SSS program, provide specific
evidence-based recommendations for the improvement of school screening effectiveness
[24,25].

SSS has to be set up on a district basis and held by a team of experienced examiners
who will organize and prepare everything well in advance.

All the interested parties must be informed by distribution of informative material
and lectures.

Prior to the visit of the examining group to the school, the parents must fill out
a consent form and the pupils must fill out a particular form regarding their personal
and demographic data.

In order to increase the predictive value of school screening, we should screen girls
who live in northern countries at an older age range than those who live in the south.
This recommendation is based on the fact that the regression curve of both the IS
prevalence and age at menarche by geographical latitude is following a parallel course,
especially in latitudes northern than 25 degrees; this means that in northern latitudes,
girls experience menarche at a later age and have a higher prevalence of IS. IS almost
always occurs during the time of peak growth velocity, typically during the year just
prior to menarche, [26].

The referral process after the screening must be standardized according to a specific
protocol by documenting the positive findings of a detected curve.

As a second stage of screening, demographic and clinical parameters, including the
gender, the chronological age, the age at menarche, the pattern and the magnitude
of asymmetry and the growth potential must be recorded, in order for the more experienced
Orthopaedic surgeons to determine whether it is necessary to x-ray a referred child
or not. Approximately 25% of younger referred girls (aged <13 years old) with an ATR ≥ 7°
were found to have either a straight spine or a spinal curve under 10°. In this age
group the correlation between clinical deformity and radiographic measurement is poor,
while in older referred girls (aged 14–18 years old) the correlation is better. Therefore,
all the younger individuals who are identified with a surface deformity but without
a severe scoliotic curve are at risk for IS development and need continued assessment
until puberty [22].

It is crucial for everyone who participates to fully recognize the voluntary basis
of the program, in order to reduce the financial cost. The financial cost can be either
direct or indirect. There is no general consensus among economists as to what constitutes
the indirect cost in a cost-effectiveness analysis. Indirect cost cannot be measured
precisely, as it is related to the effectiveness of the school screening program.
A more effective screening program has lower indirect cost. Therefore, the economic
information on screening for scoliosis which is available to decision-makers should
mainly be based on studies of the direct cost of such programs. Grivas et al have
shown that the direct cost of a screening program can be reduced to a minimum, if
it is well organized and performed on a voluntary basis [27,28].

More benefits of SSS: Its contribution to clinical research on IS aetiology

SSS should be adopted by policy makers, because its scope goes beyond the identification
of IS at an early stage contributing significantly into the research for IS aetiology.

There are pertinent reports on IS prevalence based in SSS studies that estimate the
number of children who will require conservative or surgical treatment. Similarly
studies originated from school screening data identified a difference in a prevalence
of IS reported in blind females, the role of different age at menarche of IS and non
scoliotic peers; the role of melatonin in the pathogenesis of IS, the relation between
menarche and laterality of scoliotic curves.

Studies in SSS resulted in implications on the brain function, the morphology of the
thorax, and its relation to the aetiology of IS. Applications of these studies are
now used for the assessment of the outcomes of the surgical and non-operative treatment
on the rib-cage deformity, (see DRCS and the RI).

Studies in school screening referrals also facilitated the study of the role of the
lateral spinal profile in the aetiology of IS, the role of intervertebral disc in
IS pathogenesis. Also gave evidence on the IS and cavus foot relationship.

Somatometric data resulted from the study of school screening data were also gathered.

The study of the parental age at birth implicated a possible epigenetic mechanism
on the truncal asymmetry of a child. Similarly the study of Body Mass Index in relation
to truncal asymmetry of healthy adolescents, created a physiopathogenetic concept
which seems to be in common with idiopathic scoliosis.

The contribution of the resulted studies from the data gathered from SSS on IS aetiology
were earlier published [29-51].

Setting up SSS programs: clinical and practical considerations

In several spinal centers in USA and in Europe offer training for the interested practitioners
on the way one could institute, organize and perform a regional scoliosis school-screening
(SSS) program.

It must be highlighted that the orthopaedic community must encourage the health authorities
and the pertinent institutes on the understanding of the value of SSS in every country,
and the discussion of the opportunities and barriers to the development of a common
protocol for SSS. Such an endeavor was recently undertaken at an educational event
at Warsaw, Poland, on 27-09-2013 [52].

In order to establish a SSS program, SSS practitioners must be identified and trained
to visit schools and collect, process and analyze the SSS data. Moreover, the training
program must be familiarized with:

• The method to obtain the permission of the a) Administration of the Hospital and
b) the Ministry of Education to perform the examination of children at schools.

• The organization of the group of examiners, comprising orthopaedic surgeons, health
visitors, physiotherapists and school nurses where available.

• The items on which the team must be appropriately trained for the implementation
of the school-screening process.

• Methods for communicating with the School Administration, which is significant for
the success of the screening program.

• Management of the “materials” including the various forms to fill (protocols, consents)

• How to examine the children and use the relevant instruments, including the scoliometer,
a body weight scale and a height measure.

• Decision making for the time and the frequency of the performance of screening,
which is variable depending on many parameters (for example the proper day and program
time period in order to minimally disturb the educational program of the children).

• Management of data collection and its processing and analysis.

• How children are monitored (those asymmetric children at risk of developing scoliosis
or scoliotics), including referral to the outpatient clinic for re-assessment and
the commencement of early non-operative treatment.

• Also, the possibility of increasing the research community’s insight into scoliosis
by presenting and publicizing data collected through SSS programs.

The education of any interesting health care provider is also broadened by visiting
an experienced spinal center on the SSS, and attending specialized seminars focused
on the theoretical and practical issues for the introduction and implementing SSS
programs.

There are countries like Greece, where the diminishing number of scoliotic curves
referred for surgery has been attributed to the efficient screening programs currently
employed and the availability of early non-operative treatment.

In conclusion, the authors of this editorial believe that recent evidence supports
the value of scoliosis screening and that a re-appraisal of SSS and other scoliosis
screening procedures is warranted.

Competing interests

The authors declare that they have no competing interests.

Authors’ contributions

TBG initiated the idea for a Thematic Series on the school scoliosis screening and
drafted the editorial. MTH, HL, NP, TK and TM contributed their professional skills,
reviewed the editorial and partially contributed in drafting of the manuscript adding
certain references. MTH, HL, TK contributed by text editing. All authors have read
and approved the final manuscript.

Grivas TB: Screening techniques and policies for early detection and efficient treatment of idiopathic
scoliosis - current concepts and SOSORT recommendations. In Forum Scoliosis "Diagnostics in scoliosis". Warsaw, Poland: Faculty of Rehabilitation of Józef Piłsudski University of Physical
Education in Warsaw; 2013:4-7.